Stories from the sales floor – real-life accounts from our users.

📞 ‘The CRM note that changed everything’ – Dominik’s case and an unexpected detail

🟢 Background: During a conversation with a client, Dominik noted in the CRM that the client had rather tedious meetings with the board every Thursday.

🟡 The twist: He plans the next meeting… for Friday. The client laughs, saying that finally someone “gets” him. This opens the door to a frank conversation.

🔴 Conclusion: Empathy trumps automation. CRM can be a mirror of the relationship, if used well.

Translated with DeepL.com (free version)

Test our crm: Demo CRM